Portfolio Lead Automation System Development
Aryabhatta
1 collaborator
SanganakHQ Case Study: Portfolio Lead Automation System (n8n + AI + Slack + WhatsApp)
Over the last few weeks, I built a complete automation system that turns portfolio leads into instant CRM entries and sends both the team and client real-time notifications.
🧩 Tools Used:
n8n · Google Sheets · Notion · Slack · WhatsApp Cloud API
⚙️ Flow:
1️⃣ Web form → n8n webhook trigger
2️⃣ Data cleaned + validated
3️⃣ Stored in Google Sheets + Notion CRM
4️⃣ Internal email + Slack alert
5️⃣ WhatsApp confirmation sent to client
💡 Results:
100% lead capture (no more missed inquiries)
Under 30s response time
Zero manual work
Client Feedback:
Testimonial
💬 Built for: agencies, creators, and SaaS founders who want fully automated inbound ops.
Want something similar: https://contra.com/s/qBQkOARZ-ai-and-automation-or-custom-copilots-chatbots-and-workflows
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Posted Nov 9, 2025
Developed a fast CRM + notification system powered by n8n, AI, Slack & WhatsApp—automating lead capture in seconds.
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